- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Tata Banking & PSU Debt Fund vs ITI Banking and PSU Fund Regular compare
ITI Banking and PSU Fund Regular - Growth
Tata Banking & PSU Debt Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | Tata Banking & PSU Debt Fund-Regular Plan-Growth |
|---|---|---|
| Fund | ITI Banking and PSU Fund Regular - Growth | Tata Banking & PSU Debt Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹36 Cr | ₹208 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 20 Oct 2020 | 10 Oct 2019 |
| Category | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Banking and PSU Debt | CRISIL Banking and PSU Debt |
| Turn Over | % | 10% |
| Expense Ratio | 0.7 | 0.72 |
| Manager | Vikrant Mehta | Amit Somani |
| ISIN Code | INF00XX01838 | INF277K011X2 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | Tata Banking & PSU Debt Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.33% | 0.66% |
| 6 Month | 4.05% | 3.73% |
| 1 Year | 7.42% | 6.49% |
| 3 Year | 6.98% | 4.96% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | Tata Banking & PSU Debt Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.27% | - |
| 1 Year | 7.08% | 1.75% |
| 3 Year | 7.3% | 4.21% |
| 5 Year | - | 4.38% |
Rolling Lumpsum Returns
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | Tata Banking & PSU Debt Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 6.08% | 5.75% |
| 3 Year | 5.62% | 4.96% |
| 5 Year | - | 5.56% |
Risk Management
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | Tata Banking & PSU Debt Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.81% | 1.14% |
| Sharp | 0.24% | -0.41% |
| Beta | 0.81% | 2.09% |
| Alpha | -0.40% | 3.71% |
Fund Managers
| Scheme Name | ITI Banking and PSU Fund Regular - Growth | Tata Banking & PSU Debt Fund-Regular Plan-Growth |
|---|---|---|
| Name | Vikrant Mehta | Amit Somani |
| Total AUM | ₹698 Cr | ₹43127 Cr |
| Funds Managed | 8 | 7 |
| ITI Banking and PSU Fund Regular - Growth | Tata Banking & PSU Debt Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
ITI Banking and PSU Fund Regular - Growth |
Tata Banking & PSU Debt Fund-Regular Plan-Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
ITI Banking and PSU Fund Regular - Growth |
Tata Banking & PSU Debt Fund-Regular Plan-Growth |
|---|---|---|
| Others | 100 | 24.83 |
| Financial | - | 65.33 |
| Energy | - | 9.84 |
Top Comparisons
SBI Multicap Fund- Regular Plan- Growth Option
3Y Returns15.29%
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
3Y Returns16.04%
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
3Y Returns20.49%
Axis Nifty 100 Index Fund - Regular Plan - Growth Option
3Y Returns12.12%
ICICI Prudential Banking and Financial Services Fund - Growth
3Y Returns14.37%
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option
3Y Returns15.97%
ICICI Prudential Short Term Fund - Growth Option
3Y Returns7.63%
Mirae Asset Short Duration Fund- Regular Plan -Growth
3Y Returns6.98%
